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Current Employers
Bernicke Wealth Management

1565 Bluestem Blvd., Altoona, WI 54720 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-12
WI RA APPROVED 2025-11-20
  • MN RA
    APPROVED
    Since 2026-06-12
  • WI RA
    APPROVED
    Since 2025-11-20

Branch Locations

1565 Bluestem Blvd., Altoona, WI 54720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Client Services Minnetonka MN 06/2026 Present
Eau Claire Memorial High School Eau Claire WI 09/2015 06/2019
Augsburg University Minneapolis MN 08/2019 05/2020
Eau Claire Golf & Country Club Eau Claire WI 05/2020 08/2021
Lpl Financial Llc Minnetonka MN 11/2021 04/2025
Princeton Valley Golf Club Eau Claire WI 07/2017 08/2019
University Of Wisconsin Eau Claire Eau Clairie WI 08/2021 01/2024
Eddie Bauer Eau Claire WI 12/2018 07/2019
Bernicke Wealth Mangement Minnetonka MN 02/2024 Present
Private Client Services Minnetonka MN 04/2025 06/2026
  • 06/2026 → Present
    Private Client Services
    Minnetonka, MN
  • 09/2015 → 06/2019
    Eau Claire Memorial High School
    Eau Claire, WI
  • 08/2019 → 05/2020
    Augsburg University
    Minneapolis, MN
  • 05/2020 → 08/2021
    Eau Claire Golf & Country Club
    Eau Claire, WI
  • 11/2021 → 04/2025
    Lpl Financial Llc
    Minnetonka, MN
  • 07/2017 → 08/2019
    Princeton Valley Golf Club
    Eau Claire, WI
  • 08/2021 → 01/2024
    University Of Wisconsin Eau Claire
    Eau Clairie, WI
  • 12/2018 → 07/2019
    Eddie Bauer
    Eau Claire, WI
  • 02/2024 → Present
    Bernicke Wealth Mangement
    Minnetonka, MN
  • 04/2025 → 06/2026
    Private Client Services
    Minnetonka, MN
Other Businesses

1) Bernicke Wealth Management, Ltd. 1565 Bluestem Blvd, Altoona, WI 54720. RIA. 120 hrs/mo; 120 during trading hrs. 2) Notary. 1565 Bluestem Blvd, Altoona, WI 54720. Notary Public within state of Wisconsin. Expiration date: 01/24/2028. 1 hr/mo; 1 during trading hrs. Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-22
  • S66 Uniform Combined State Law Examination
    2024-06-22
Designations
Other Names
  • Billy Peterson

View on SEC IAPD

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